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Concurrent Session Onsite and Online

EST2310. Foreign Trust Issues

In this session, we will be discussing the tax issues related to foreign trusts including income tax, gift tax and estate tax ramifications. These taxes can often intersect in unexpected ways.

Learning Objectives:

  • Tax characteristics of a foreign trust
  • Understanding the intersection of income/estate/gift with foreign trust planning
Date/Time
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 years in the Profession
Advanced Preparation
NA
Session Tags
EST
CFP